Using Hubspot as your WordPress CRM plugin

Using Hubspot as your WordPress CRM plugin - The White Label Agency

Customer Relationship Management (CRM) software has become an indispensable tool for modern businesses. As the digital landscape continues to evolve, digital agencies are constantly seeking efficient solutions to manage their marketing and sales activities. HubSpot, a widely acclaimed CRM platform, has emerged as a robust option for agencies looking to optimize their operations and drive growth. In this blog, we’ll delve into the question: “Why choose HubSpot for your agency?” But before we explore the answer, let’s understand the importance of CRMs and why HubSpot is the standout option as a WordPress CRM plugin.

HubSpot offers a comprehensive set of features designed to align marketing and sales efforts, making it an all-in-one solution for digital agencies. To gain insights about how digital agencies are using HubSpot, we spoke to WLA’s Marketing Manager Olivier, who has been working with the marketing of digital agencies for over 20 years.

According to Olivier, HubSpot’s Data Hub today plays a crucial role in organizing contacts and deals, fostering seamless collaboration between marketing and sales teams. From a marketing standpoint, HubSpot CRM provides an array of digital marketing tools, including contact history, attribution, SEO, SEA, analytics, social media scheduling, custom reports, and workflows.

Meanwhile, from the sales perspective:
“HubSpot’s WordPress CRM plugin serves as a single point of contact, gathering all email communications, follow-ups, tasks, and conversions (deals, payments, invoices, etc.)”

Advantages of HubSpot over competitors and real-life impact

HubSpot has a number of advantages that set it apart from other marketing automation platforms and are particularly valuable for digital agencies.

Olivier highlights HubSpot’s extensive feature set as a key advantage:
“While other platforms may offer specialized functionalities, HubSpot CRM manages to centralize all essential features for effective digital marketing.
The fact that both Marketing and Sales people can talk to each other within the platform is a real plus, as the right alignment between Marketing and Sales is really difficult to achieve.”

Overview of Hubspot - Using Hubspot as a WordPress CRM plugin

And this is especially the case as the marketing activities of agencies become increasingly complex. For agencies to optimize the conversion of leads to sales, they should be aware of where each of these leads comes from.

HubSpot’s simplicity and user-friendly interface provide a smooth experience for agency professionals, even when handling more advanced operations. The UI enables fast productivity and is quite easy to work with, once you’re properly trained.

At WLA we switched to using HubSpot as our main CRM tool in 2021 and we have experienced tangible improvements in several aspects of our business since. HubSpot Payments has streamlined payments processes from existing customers, simplifying project payments, developer hiring, and maintenance plan billing.

HubSpot CRM also plays a crucial role helping us manage our leads. Olivier notes:
“In terms of lead generation, Hubspot CRM has been a real plus, enabling us to have a better understanding of the match between the accounts and our offers.”

HubSpot’s role in email marketing campaigns

When it comes to email marketing, HubSpot’s WordPress CRM plugin provides valuable tools and functionalities for agencies. While the platform offers traditional email campaign features for sending newsletters to specific segments of the database, its true strength lies in one-to-one email marketing and personalization options.

Our Marketing Manager at WLA, Olivier, explains: “Hubspot is more interesting for one-to-one email marketing and personalization options. Using follow-up sequences or email templates, it’s easier to target the right accounts with the right messages, at the right time.”

Lead generation and nurturing with HubSpot

HubSpot’s workflows are instrumental in nurturing leads and ensuring they receive appropriate follow-ups based on their initial inquiries. The CRM’s comprehensive analytics allow us at WLA to measure how our leads interact with our nurturing campaigns and to assign scores to different accounts accordingly. This has streamlined our lead management and conversion processes greatly.

Lead generation is established through HubSpot Forms, HubSpot Chat, and SEO tools. These make it easy for agencies to attract and capture leads across several channels.

Hubspot’s versatility - Using Hubspot as a WordPress CRM plugin

HubSpot’s versatility – suitable for all types of agencies

HubSpot CRM is a well-suited solution for B2B businesses, making it an ideal fit for many digital marketing agencies, including e-commerce players. Its versatility, ease of use, and seamless integration of marketing and sales functionalities make it an excellent choice for agencies of all sizes, enabling them to elevate their marketing efforts, nurture leads, and drive growth.

In conclusion, HubSpot’s integration as a WordPress CRM plugin offers numerous benefits for your digital agency. Its powerful features, user-friendly interface, and ability to align marketing and sales teams make it an indispensable tool for optimizing customer relationship management. By leveraging HubSpot’s capabilities, your agency can enhance lead generation, nurture prospects more effectively, and achieve better overall performance. So, why choose HubSpot for your agency? Because it offers everything you need to thrive in the competitive digital space.

On the hunt for an outsourcing partner that can help your digital marketing agency grow and respond to customer needs? At White Label Agency we’ve worked with over 600 agencies, delivering a range of services including website development, maintenance, dedicated developer rental and design. Reach out to our sales team. We’d be delighted to add your agency to our ever growing list of success stories!